WealthSource Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthSource Partners’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,554	Closed	-$268K	–	512
2022 Q3	$268K	Sell	4,554 -216	-5%	-$13.5K	0.02%	407
2022 Q2	$277K	Buy	4,770 +637	+15%	+$39.8K	0.02%	413
2022 Q1	$285K	Buy	+4,133	New	+$301K	0.02%	461
2021 Q3	–	Sell	-3,747	Closed	-$246K	–	526
2021 Q2	$246K	Hold	3,747	–	–	0.02%	405
2021 Q1	$249K	Buy	+3,747	New	+$234K	0.02%	368
2020 Q1	–	Sell	-4,148	Closed	-$242K	–	391
2019 Q4	$242K	Sell	4,148 -397	-9%	-$22K	0.03%	355
2019 Q3	$240K	Sell	4,545 -4,195	-48%	-$219K	0.04%	366
2019 Q2	$467K	Buy	+8,740	New	+$467K	0.07%	252

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthSource Partners's KRE Position: Q4 2022 in Review

WealthSource Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2022, closing a stake of 4,554 shares — an estimated $268K sold.

WealthSource Partners first reported a position in KRE in Q2 2019 and held it in 8 quarters. The position peaked at $467K in Q2 2019. 447 funds tracked by Wall St. Rank hold KRE as of Q4 2022.

WealthSource Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 4,554 State Street SPDR S&P Regional Banking ETF shares in Q4 2022, an estimated $268K.
WealthSource Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2019 and held it in 8 quarters.
WealthSource Partners's State Street SPDR S&P Regional Banking ETF position peaked at $467K in Q2 2019.
447 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.